SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,791,797 | +0.5% | 63,120 | +4.8% | 0.31% | +3.0% |
| Q2 2023 | $2,779,247 | +1.6% | 60,209 | +3.3% | 0.30% | -3.2% |
| Q1 2023 | $2,735,041 | +1.6% | 58,304 | -1.2% | 0.31% | -11.6% |
| Q4 2022 | $2,692,894 | +1.2% | 58,990 | +0.5% | 0.35% | -7.8% |
| Q3 2022 | $2,660,000 | -6.0% | 58,705 | -0.7% | 0.38% | -1.0% |
| Q2 2022 | $2,829,000 | -12.1% | 59,095 | -1.0% | 0.39% | +10.9% |
| Q4 2021 | $3,218,000 | +5.2% | 59,694 | +5.9% | 0.35% | -16.5% |
| Q3 2021 | $3,058,000 | +246.7% | 56,359 | +238.4% | 0.42% | +76.8% |
| Q2 2019 | $882,000 | -26.9% | 16,657 | -30.7% | 0.24% | -43.2% |
| Q3 2018 | $1,207,000 | -67.6% | 24,034 | -66.4% | 0.42% | -70.5% |
| Q4 2017 | $3,731,000 | +34.5% | 71,571 | +35.1% | 1.41% | +31.3% |
| Q3 2017 | $2,774,000 | +1178.3% | 52,995 | +1159.4% | 1.08% | +1110.1% |
| Q1 2017 | $217,000 | -44.2% | 4,208 | -44.2% | 0.09% | -55.9% |
| Q4 2016 | $389,000 | +5.7% | 7,545 | +9.9% | 0.20% | -14.8% |
| Q3 2016 | $368,000 | +53.3% | 6,865 | +53.1% | 0.24% | +30.9% |
| Q2 2016 | $240,000 | – | 4,483 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 268,217 | $14,044,000 | 14.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 324,212 | $16,976,000 | 12.72% |
| BSW Wealth Partners | 119,908 | $6,278,000 | 5.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 221,969 | $11,622,000 | 4.58% |
| PRING TURNER CAPITAL GROUP INC | 75,915 | $3,975,000 | 4.17% |
| Courage Miller Partners, LLC | 80,088 | $4,193,000 | 3.47% |
| Apriem Advisors | 139,080 | $7,282,000 | 2.68% |
| SVA Wealth Management, LLC | 137,291 | $7,189,000 | 2.61% |
| Landmark Financial Advisors, LLC | 37,773 | $1,977,000 | 2.04% |
| Tuttle Capital Management, LLC | 60,513 | $3,168,000 | 2.00% |